After a year of flat returns, investors are asking if it’s finally time to put spare cash to work. Aparna Shanker, CIO–Equity at The Wealth Company Mutual Fund, breaks down why GST cuts could be the game changer, which sectors look strongest, and where fresh opportunities are emerging. Edited excerpts from a chat: Given that … Read more
In the latest edition of ETMarkets Smart Talk, Aamar Deo Singh, Sr. VP – Research at Angel One, shares his insights on the recent market rally and the sharp rotation of foreign investor flows. He highlights how FIIs are selectively moving away from largecaps into midcap and smallcap stocks, a trend that signals “smart money” … Read more
Dinshaw Irani, CEO, Helios Mutual Fund, discusses portfolio adjustments. Focus shifts to EV two-wheeler companies, with a new addition coming soon. He remains cautious on passenger vehicles and negative on IT due to US uncertainty and AI impact. FMCG is avoided due to growth concerns. The hospitality sector is favoured, anticipating increased domestic tourism driven … Read more
“For disclosure, HUL and Asian Paints have been my top picks since the beginning of this year, and I have mentioned this on your channel before. The slowdown in consumption had been so severe that a recovery was inevitable at some point. First, we had income tax rates being revised upwards, leaving more money in … Read more
Sushant Bhansali, Ambit Asset Management, says despite short-term challenges, the FMCG and consumer discretionary sectors stand to benefit from upcoming GST cuts, especially rural-focused companies. While short-term flows into defence may be limited due to government finances, the long-term growth story remains intact. Market entry is favorable now, supported by festive season demand and improving … Read more
Sonam Srivastava, Smallcase Manager & Founder of Wright Research, shares how investors can mark Independence Day by aligning their portfolios with India’s self-reliance vision. From defence to renewables, she outlines sectors powering Aatmanirbhar Bharat — and simple, disciplined steps to build financial freedom without compromising on diversification or prudence. Edited excerpts from a chat: From … Read more
Indian equity benchmarks extended their losing streak to a fifth consecutive week—marking the longest run of weekly losses since August 2023—as renewed global trade concerns and tepid corporate earnings weighed on sentiment. The Nifty 50 slipped 0.82% to 24,565.35 and the BSE Sensex ended 0.72% lower at 80,599.91 on Friday. All key sectors, barring a … Read more
“As for where the tariffs will land, predicting that is very difficult at this point. But it’s a safe assumption that 25% is close to the worst-case outcome, and the final agreement will likely be around that or slightly better,” says Seshadri Sen, Emkay Global Financial Services.Just grappling with how you manage to adjust to … Read more
“As a result, we expect heightened competition across sectors. More companies are entering new segments—be it wires, paints, cement, consumer durables, or FMCG. The government is making it easier to do business, and transportation costs are falling, which reduces overall business costs. Therefore, we believe earnings will face significant pressure, even though India’s macro and … Read more
The stock gave a trendline breakout with a strong bullish green candle, gaining 51 points or 6.15% today, with volumes above the 50-day moving average. Since the stock has given the breakout, the potential targets are Rs 988 (T1) and Rs 1,095 (T2) in the coming days. A strong support and stop loss is placed … Read more